|Information you’ll need to provide||Guidance notes|
|Letter code from The Pensions Regulator||Your unique 10-digit number shown at the top of each re-enrolment letter you receive from us. If you’re acting on behalf of more than one employer, you’ll need the unique letter code for each one.|
|Your contact details||Your name, address, telephone number and email address.|
|Your relationship to the employer||For example, accountant, or financial adviser. If you are the employer, please state ‘Employer’|
|1. Companies House number 2. Industrial and provident society number 3. Registered charity number 4. VAT registration number||You only need to complete one of these if you have it. If you don’t have any of these then tick the series of boxes stating that you don’t have them.|
|Employer contact details||The name and job title of the owner or most senior person at the employer. This could be the person who employs a personal care assistant or someone to help them in the home. This must not be the name of an agent or third party completing a re-declaration on the employer’s behalf.|
|Employer email address||The Pensions Regulator will send all official documents and legal notices to you by post. If you agree, we may also send them by email.|
|Employer correspondence address||Your main address or your registered company address.|
|PAYE scheme reference(s) for all PAYE schemes the employer uses||If you operate more than one PAYE scheme, you must provide details for each of them. The PAYE Reference can be found on letters you have received from The Pensions Regulator about re-enrolment. Alternatively, it can be found on the letter HMRC sent you when you first registered as an employer, or from your payroll software package|
|Type of pension scheme(s) used for automatic enrolment (personal or occupational)||If you are unsure what type of scheme you have then please contact your pension scheme. Note NEST is an occupational pension scheme|
|Employer pension scheme reference (EPSR)||This is your unique pension scheme reference, which can be found on any correspondence from your pension provider. For NEST it is the ‘employer NEST ID’ or for other schemes it may also be described as the group policy number. You can find this reference on correspondence from your pension scheme. If in doubt, please contact your pension scheme.|
|Pension scheme registry number (PSR)||You will need this for all pension schemes except NEST. This is an 8-digit number starting with 1. Your pension scheme should have provided this to you already. If in doubt, please contact them.|
|Name and address of the pension scheme(s) used for automatic enrolment||If you do not have a PSR you must complete this section.|
|The total number* of staff employed on your re-enrolment date||This is the number of staff you employed on your re-enrolment date. This includes personal care assistants and people employed to help you in your home.|
|The number* of staff you had to put back into a pension scheme||This is the number of staff you had to put into a pension scheme who were previously a member but opted out or ceased membership and are eligible to be put into a scheme on the re-enrolment date. Don’t include anyone who asked to join your pension scheme or who was already in a pension scheme on your re-enrolment date.|
|The number* of staff who were already members of a pension scheme (on your re-enrolment date)||This is the number of people who, on your re-enrolment date, were already in a pension scheme that you have set up for them. This will include anyone that you had to put into a scheme on your re-enrolment date or who were already in a scheme on your re-enrolment date or who opted in since the re-enrolment date. They will have remained in the scheme and NOT opted out or ceased membership.|
|Are you using the defined benefit transitional period?||This won’t apply to the majority of employers – if you have used this, you should be aware of your transitional period. If you have not used this, please enter ‘No’.|
|The number* of staff who do not fall into the above categories||Everybody else who worked for you on your re-enrolment date that you haven’t already told us about. This includes those who are able to ask to join a scheme but have not done so. This must not include anyone who started working for you after your re-enrolment date.|
- Make sure you’re prepared – you’ll need all the information on this checklist.
- This is your responsibility as an employer, don’t assume an agent, third party or your pension scheme will do it for you.
- Start ahead of time with information you already know – anything you add can be saved at any time.
- If you must put staff into a pension scheme, complete your re-declaration as soon as you’ve done this.
- Only tell us about pension schemes you’ve used to put your staff into for automatic enrolment.
- Make sure you know about and tell us about every PAYE scheme you use.
*Checklist provided by the Pension Regulator.